Implementation Do’s and Dont’s

The Yellow Dog Inventory implementation process consists of many moving parts and, in most cases, will determine the long term success of the solution for any business. It’s critical that the Yellow Dog implementation team and customer work together to formulate a plan at the outset of the project that can be executed by everyone involved.

Over many years of implementing systems for a wide variety of business types, we’ve been able to identify some key factors and behaviors that will makes your project a success. We also know which ones will make the process much harder than it needs to be. Please review our comprehensive list of Do’s and Dont’s to prepare yourself and your team for your implementation project.

Do these things to ensure your project is a success:

Be prepared to allocate time every day while implementing your new inventory system

Take some time to consider data and level setup before starting data collection

Communicate frankly and consistently with your Implementation Guide

Be obsessive about providing the most complete and accurate data that you can

Set aside undistracted time for training

Use Yellow Dog often to become a master quickly

Be attentive of timelines

Communicate with your Implementation Guide if business needs are going to require you to divert your attention for any period of time

Understand that while we pride ourselves on being attentive and available to our clients, our Implementation Guides are also working to provide that same level of service to other clients. Planning ahead and scheduling time will keep the project moving forward.

Have a plan for conducting your Physical Inventory and prepare everyone involved, as well as your stock, in advance.

Understand that their will likely need to be some tweaks to data after your first physical inventory

Plan to have Yellow Dog setup finalized to begin testing at least a week before you plan to be live in your operation.

Don’t do these things:

Don’t provide data from an existing inventory system without extensive review and cleanup

Don’t expect your Implementation Guide to be able to collect your inventory data for you

Don’t add items to your inventory system that you do not currently stock